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2024-04-25 08:00:00 ET Summary As the Magnificent Seven falter, what could that mean for broader markets? As the rally in tech stocks run its course? Why the U.S. and Canada are on different paths when it comes to rates. ... Read the full article on Seeking...
2024-04-24 09:55:00 ET Summary Hard economic data is likely past its trough, and should continue to accelerate as we progress through 2024. We are still in the early stages of the next expansionary phase in the business cycle. The lead indicators of the business cycle suggest we s...
2024-04-22 13:25:00 ET Summary Current data, alongside several longstanding global shifts, reveal that the global economy is transitioning. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary paradigm. Investo...
2024-04-16 05:06:32 ET More on chipmakers AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache Taiwan Semiconductor: Intel's Foundry Disclosure Exemplifies TSM's Robust Moat Intel Vs. TSMC: 'Defense' Buy Of The Decade Moving Out Of QQQ And Into SMH...
2024-04-11 06:13:00 ET Summary Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so, how can investors benefit? AI presents a second avenu...
2024-04-05 05:15:00 ET Summary As bond yields continued to grind higher on the back of a still-resilient economy and upside risks to inflation, equity markets have seen a rotation in leadership. YTD, US equities have been led by momentum, quality, and growth. While we acknowle...
2024-04-04 16:25:00 ET Summary Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. That may be about to change. The market’s resilience reflects a potential turning point for equity investors, in our view. Our research in...
2024-04-04 13:39:47 ET More on Semiconductors Moving Out Of QQQ And Into SMH As Magnificent 7 Shrinks SMH: A 'Blow-Off Top' Pattern Forming (Technical Analysis) SMH: Nvidia Concentration Risk Global semiconductor sales jump 15.2% in January: SIA AI an...
2024-04-01 12:40:00 ET Summary From a top-down perspective, the demand for semiconductors appears weak with electronic equipment manufacturing being in the doldrums. The S&P Global manufacturing Purchasing Managers' Index shows new orders have been in decline for 18 of the pas...
2024-03-27 11:17:53 ET More on First Trust Nasdaq Semiconductor ETF FTXL: Market-Cap Allocation Hurts This Semiconductor ETF Seeking Alpha’s Quant Rating on First Trust Nasdaq Semiconductor ETF Dividend scorecard for First Trust Nasdaq Semiconductor ETF ...
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Benchmark analyst Cody Acree initiated coverage on Qualcomm Inc (NASDAQ:QCOM) with a Buy rating and a price target of $200...
Intel Corporation (NASDAQ:INTC) said on Wednesday that it is bringing its AI platforms to the Olympic and Paralympic Games 2024. Intel wi...
Intel Corp (NASDAQ:INTC) is looking to launch two artificial intelligence chips with diminished capabilities so that China can compl...